Robert Lee Email & Phone Number
Senior Vice President @ Sovereign Wealth Advisors, LLC
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Robert Lee Location
- Houston, TX, US
Robert Lee Work
- 2017 -now Senior Vice President @
- 2014 -2017 Senior Vice President @ IBG Financial Advisors
- 2006 -2014 Vice President @
- 1998 -2006 Sr. Investment Specialist @
Robert Lee Education
- Texas A&M University
MS (Economics)
1982-1984 - Southwestern University
BA (International Economics)
1978-1982 - Memorial High School 1973-1978
Robert Lee Skills
- Investments
- Strategic Financial Planning
- Asset Allocation
- Series 7
- Small Business
- Retirement
- Private Banking
- Portfolio Management
- Financial Advisory
- Financial Services
- Investment Management
- Strategy
Robert Lee Summary
- Robert Lee, based in Houston, TX, US, is currently a Senior Vice President at Sovereign Wealth Advisors, LLC. Robert Lee brings experience from previous roles at IBG Financial Advisors, Merrill Lynch and JP Morgan. Robert Lee holds a 1982 - 1984 MS in Economics @ Texas A&M University. With a robust skill set that includes Investments, Strategic Financial Planning, Asset Allocation, Series 7, Small Business and more. Robert Lee has 2 emails and 4 mobile phone numbers on RocketReach.
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